Chisel Setup

My Japanese chisels are middle of the road, decent user-grade chisels.  As such, they are factory produced and marketed for the western buyer.  They are a laminated construction and the steel is good, but the fit and finish is a little on the rough side.

A Japanese chisel consists of four parts.  There is a blade, ferrule, handle and hoop.  The blade has a tang that is inserted into the handle.  This joint is reinforced by a metal ferrule.  The blade shoulders against the ferrule and the ferrule transfers compression into the handle.  The metal hoop at the top of the handle serves to prevent hammer blows from splitting the handle.  Historically these hoops are left loose by the maker and it is up to the end user to set the hoop before the chisel is put to use.


Apparently the western markets have some fear of this hoop setting process and the Japanese factories have begun shipping chisels with “pre-set” hoops.  Supposedly this is to make it easier on the inexperienced user.  Seems like a good idea, but not so much.  Apparently Japan is a lot more humid than here in the States.  Consequently, the “pre-set” hoops are loose on the handle by the time they arrive in the hands of the end user.  Not to mention the ugly job of hoop setting done in the factory.  A loose hoop is not really doing anything and if not remedied it’s just a matter of time before the handle succumbs to hammer blows.  So this pre-set nonsense actually makes more work for the end user.  The hoops still needs setting, but to do it you first have to undo the factory mess seen below.


The other issue with factory chisels is that the handles are rarely fitted to the ferrule very well.  To work well the ferrule should never bottom out on the handle.  Ideally the ferrule should be driven tighter and tighter as the chisel is used.  If the ferrule comes to a ledge of wood on the handle it, like the loose hoop, is no longer serving its purpose.

Admittedly I’ve been using these chisels straight from the factory and I’ve been lucky there has been no damage done.  I’ve had enough of pushing my luck and today is chisel setup day.

The first thing to do is take the chisel apart.  So I wrapped a rag around the blade then, holding the chisel by the blade, I rapped the handle flat along its length against the apron of my bench.  The whole assembly comes loose after a few hard whacks.  I then trimmed the mangled wood from around the hoop and pulled it free.


The stickers are cleaned away and I begin fitting the ferrule to the handle. The idea is to remove any material that will stop the ferrule from properly compressing the end of the handle.  It may seem like it’s fine now, but time and seasonal changes will cause the ferrule to move further up the handle.  Removing this material is discussed in Toshio Odate’s book and I was reminded of it while reading thru Brian Holcomb’s blog posts as well.  I used Brian’s suggestion of wrapping tape around the handle for a gauge line.



Then I used a knife to remove the wood and create the needed clearance.  I was careful to maintain an even taper around the handle.


Now for the hoop.  All of the “pre-set” hoops on my chisels are loose.  I can spin them by hand and the only thing holding them on is the mangled bits of wood from the factory mushrooming.  With the hoop removed from the handle I inspected it.  There should be no sharp edges nor any burrs.  The bottom edge of the hoop should have a slight bevel.  This bevel helps to compress the handle as the hoop is driven on.  If this was a square edge it would simply scrape away wood from the handle as it was installed.  The top edge should not be square on the inside either, it needs a slight round over.  The round over will prevent shearing off of the mushroomed handle and help lock the hoop in place.  A little file work and the hoop was read to reinstall.



Top side after file work.


Bottom side with bevel on inner edge.


I used a hoop setting tool to seat the hoop back onto the handle with good even compression.  This left me with a little extra handle to trim away.


I left about a 1/16″ of handle sticking out from the hoop after trimming.  The next step is to evenly mushroom the end of the handle around the top of the hoop.  Essentially creating a cushion of wood just above the hoop.  The hammer should never contact the hoop when you are using the chisel.  Glancing hammer blows will compress and draw the wood out and over the inner edge of the hoop.  To make this easier/possible you need to soften the wood.  Odate recommends dipping the end of the handle in water for a few seconds.  I just can’t bring myself to do that.  I keep thinking of Thoreau’s ax handle.  Anyway, I found that camellia oil works fine.  You just have to wait a few seconds for it soak in.



The completed chisel.


I’m not sure why this has a reputation of being difficult.  It really is quite simple and reasonably quick to do.

Side note (as if this post isn’t long enough).  While practicing with the kanna this week I decided that the little block plane felt clunky in hand.  It worked fine, but I struggled with the smallness when making the dai and the overall proportions just didn’t seem right.  So I made yet another dai and I like the feel of it much better.  It works great too!


Greg Merritt

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The best way I know to learn a new skill is through repetition, lots of repetition.  My ultimate goal is to transition over to using the Japanese plane (kanna) exclusively in my woodworking.  However there are several challenges that must be met in order for this to happen. Continue reading

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The Saga of the Kanna Continues

OK…you are probably getting sick of the kanna posts.  Sorry, but you will have to bare with me a little while longer.

Emboldened by my mediocre success with my first dai making experiment, I decided to tackle making a dai to replace the one for my block plane.  Over the years my lack of understanding and experimentation have made a mess of the original dai block.  The blade is a small 36mm(1-1/2″) in width and the resulting plane(kanna) is light and very handy to have at the ready.  I’ve missed having this kanna at my disposal. Continue reading

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Kanna in Action

In my last post on my about my dai making experiment I talked about how the shavings leaped from the plane.  I tried to explain that to a non-woodworker at my day job and they just couldn’t picture it.  So I shot a short video that shows my plane in action.  I’m horrible at video, but here you go…

Greg Merritt

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Chisel Tray-Part 4-Complete

Two and a half days of 90+deg in the shop is close enough to three days cure time for me.  The instructions on the can say to rub the entire surface with chalk before actually using the chalkboard.  So I dutifully complied then erased it with a rag… Continue reading

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Chisel Tray-Part 3

Still plugging away.  Next up on the chisel tray was adding the sliding lid.  This is a simple, but effective design for putting a lid on a box.  There’s no hardware involved either.  Just a few bits of wood and your up and running.

The first bits of wood to install are the end batons.  These are fixed to the box and serve to hold the lid in place.  For my application I chose some 1/4″ thick stock and made them narrow.  I also left them long for the installation process, which is glue and bamboo pegs.  The extra length being there to help stave off splitting the ends when the pegs are driven in. Continue reading

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The Great Kanna Experiment-Part 2

After my Cheerios and coffee this morning I headed out to the shop to try my hand at making dai #2.  This dai will have the blade bedded at 45deg.  My goal is to find the best blade angle for planing the typical material that I work with.  I also want to forgo the chip breaker for simplicity’s sake.  This may seem like folly on my part, but the path is my own. Continue reading

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